See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,783 | $58,851-0.1% | $115,157-49.0% | $72,985-19.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 24.09% | 23.16%+0.9pp | 35.60%-11.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,643 | $1,798+47.0% | $3,179-16.9% | $2,440+8.3% |
| Participant deferral / active EE | $3,424 | $2,643+29.6% | $4,168-17.9% | $3,607-5.1% |
| Admin fee / account holder | $623 | $6,370-90.2% | $7,088-91.2% | $5,124-87.8% |